NWP
XMLV icon

Northstar Wealth Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Northstar Wealth Partners’s Portfolio XMLV Stock Details XMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,813
Closed -$202K – 141
2017
Q1 		$202K Buy
+4,813
New +$201K 0.19% 128

Other funds holding XMLV

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Northstar Wealth Partners's XMLV Position: Q2 2017 in Review

Northstar Wealth Partners sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2017, closing a stake of 4,813 shares — an estimated $202K sold.

Northstar Wealth Partners first reported a position in XMLV in Q1 2017 and held it in 1 quarter. The position peaked at $202K in Q1 2017. 87 funds tracked by Wall St. Rank hold XMLV as of Q2 2017.

  • Northstar Wealth Partners reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2017 after selling out during the quarter.
  • Northstar Wealth Partners sold 4,813 Invesco S&P MidCap Low Volatility ETF shares in Q2 2017, an estimated $202K.
  • Northstar Wealth Partners first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2017 and held it in 1 quarter.
  • Northstar Wealth Partners's Invesco S&P MidCap Low Volatility ETF position peaked at $202K in Q1 2017.
  • 87 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2017.

Based on Northstar Wealth Partners's 13F filing for Q2 2017, filed 1 Aug 2017.